Kelly Andrews is a CFP® with eight years of industry experience, currently serving as a financial advisor at Stifel since 2018. Prior to joining Stifel, Andrews worked at Southeastern Grocers and Schnucks. He holds a Series 66 license and is based in Clayton, MO. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis using forward-looking capital market assumptions and probabilistic modeling.

Brett Abell is a financial advisor with Stifel in St. Louis, MO, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Stifel in 2019, he worked at Wells Fargo Clearing and TD Ameritrade. Brett also spent time at Southern Illinois University Edwardsville both as a financial professional and in a related capacity. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Adrian Vega is a financial advisor with Wells Fargo Advisors in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent two years at Morgan Stanley. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Mark Potter is a financial advisor with LPL Financial in St. Louis, MO, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked with firms including Wells Fargo Clearing and Commerce Brokerage Services. Potter also serves as an Executive Vice President at Commerce Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining various investment strategies with technology and operational support.

Nanette Brimberry is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, using proprietary research and planning tools to tailor recommendations.

Nathan Hofer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Advisors, LLC and First Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets and employing more than 14,000 financial advisors.

Samuel Unwin is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held roles at Associate Staffing and Treadmill Heroes. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Chet Eisenmayer is a financial advisor at Stifel with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2019, following two years at TD Ameritrade and five years at Panera. He also serves as a notary in Ballwin, MO. Stifel serves a broad range of clients, including individual, institutional, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Steven Hoekstra is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at LPL Financial since 2017, following a decade at National Planning Corporation and three years at American General Securities Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of investment strategies and operational tools.

Daniel Dial is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Mark Rosenkranz is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 10 years of industry experience. His prior experience includes roles at Citigroup, Wells Fargo Clearing Services LLC, and First Clearing LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, with a noted use of algorithmic methods and AI in its investment process.

Cydney Dunavan is a financial advisor at Stifel with 11 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Outside of her advisory role, she serves as a custodian for her extended family. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services grounded in a proprietary investment strategy methodology developed by its Investment Strategy Group.

Cory Haberkorn is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has previously worked at S-Docs, Salesforce, TD Ameritrade, and Scottrade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services guided by an investment policy statement and modern portfolio theory. The firm’s approach includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

David Werner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones and serves as an adjunct professor teaching marketing at McKendree University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, using research-driven investment approaches and providing both brokerage and advisory solutions.

Kyle Schafermeyer is a financial advisor with Wells Fargo Clearing in St. Louis, MO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at PennyMac, Aerotek, Missouri State University, and Malone's Grill and Pub. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Amir Saffari is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at CitiGroup and JPMorgan Chase Bank, N.A. Outside of his advisory role, Amir coaches Padel Tennis and Pickleball, providing lessons to improve techniques in these sports. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates an ESG eligibility framework.

Bradley Walther is a financial advisor at Fisher Investments with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TD Ameritrade Inc. for 13 years and OneAmerica Securities, Inc. for one year. Outside of advising, he owns and manages BJ World Enterprise LLC, a business involved in property management. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and uses tax-aware strategies and risk management techniques.

David Kasich is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with J.P. Morgan Securities and has held previous roles at JPMorgan Chase Bank, Bank of America, Merrill, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates forward-looking capital market assumptions and an ESG eligibility framework.

Todd Groesch is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge since 2025. Outside of his advisory role, he serves as a board trustee for the Millstadt Fire Protection District and is involved with Nicol Enterprises, Inc. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Zachary Gerleman is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding a Series 66 designation with two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and LPL Enterprise. Outside of finance, he has experience in various service and retail positions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory within custodial platform constraints.